• P&L by Specific Date Range in Sage Intelligence

    Hello, I'm looking to create an Income Statement by a specific date range. There was a previous post of an individual stating they wanted to do the same thing and the response was that it could be done, but that you had to have Report Designer. …
  • Reverse posted prepayment and credit memos

    We had a customer use a third party to pay for invoices. They asked for a dummy credit we could send them so they could zero out invoices on their account. To do this, I was instructed to create a prepayment (as a positive amount) and then a credit…
  • Is there a way to export/print a group of departmental statements into a single Excel Workbook?

    We are trying to print a group of financial statements into only one Excel Workbook. Each statement should appear as an individual worksheet with in the workbook.
  • Can you add a UDT to a custom financial report?

    We have a business that has two locations, so we use a UDT when entering transactions to split them accordingly. In order to show separate income statements, we have been manually creating them in Excel each month. This is tedious and leaves room for…
  • Client has a General Journal Entry that seemingly didn't post? Where is it?

    Our client entered a General Journal Entry, printed, updated the General Journal. The entry appears in Account Inquiry/Transactions. It shows in the General Ledger Detail Report. It DOES NOT show in General Ledger Trial Balance. It DOES NOT show in Sage…
  • Combining Items on the Income Statement

    I have consolidated my 4 companies into one for reporting purposes only. How can I combine items together on the income statement so I only see one line for wages, and one line for utilities, etc. rather than seeing 20 different wages, etc. ? I want to…